The Test Drive is a one-on-one introduction to how the DAD Plan works and whether it’s a good fit for you.

We’ll talk briefly about what you want to improve in your financial life, then I’ll walk you through the Cash Flow Waterfall—the framework I use to show how spending, savings, debt, retirement, college, and other priorities compete for the same dollars.

You’ll also see a real client example, get a look at the financial system we build together, and have plenty of time to ask questions.

There’s no obligation to sign up. The goal is simply for you to leave with a clearer understanding of the DAD Plan, how it approaches financial trade-offs, and whether you’d like to keep going.

No. Debt is where my own story started, but the DAD Plan is much bigger than debt payoff.

It’s designed to help you understand how your spending, savings, retirement, college funding, debt, upcoming expenses, and other goals all compete for the same dollars—then build a plan around the trade-offs that matter to you.

Absolutely.

The DAD Plan was built with families and parents in mind, but you do not need to be a dad—or a parent—to use it. If you want a clearer way to understand your finances, make intentional trade-offs, and manage your money going forward, you’re welcome here.

That’s completely fine.

A financial advisor may help manage investments or provide longer-term financial advice. The DAD Plan focuses on something different: connecting your day-to-day cash flow, spending, reserves, debt, goals, and wealth-building priorities into one system you can actually operate.

The two can complement each other.

No.

Apps can be great at showing you where money went. The DAD Plan goes further by helping you decide what your money should do next.

We build the plan around your actual finances, make the trade-offs between competing priorities visible, and give you a monthly system for staying on track.

Whenever possible, yes.

Money decisions usually affect the whole household, and the plan works best when both partners understand the priorities and trade-offs behind it. That said, one partner can take the lead if schedules or interest levels make that more practical.

There is some setup work, but I intentionally keep it as light as possible.

You’ll provide your financial information, review transaction categories where I need your input, participate in the four working sessions, and ultimately learn to complete the monthly review yourself.

Once the initial information is collected, I do most of the heavy lifting to build the system.

Yes. The DAD Plan workbook requires the desktop version of Microsoft Excel. Excel for the web is not supported, and an Excel license is not included in the $999 program price.

You do not need to be good at Excel. I do most of the build work behind the scenes, then teach you exactly what you need to know to complete your monthly review. You don’t need to understand the formulas—you need to understand the decisions the system is helping you make.

You do not need to have everything figured out before we start. That would defeat the purpose.

There is no shame in having debt, overspending, missing savings goals, or simply not knowing what to do next. We’ll focus on understanding what the current system is producing, what you want your money to accomplish, and what needs to change from here.

Yes.

Your financial information, goals, concerns, and personal circumstances stay between us. The DAD Plan is designed to be a judgment-free place where you can speak openly about what is actually happening with your money.

The system is yours, but you’re not left on your own.

You’ll have lifetime workbook troubleshooting, email support for workbook and monthly-review questions, and the option to book paid 1:1 recalibration sessions if your circumstances or goals change.

Yes.

If you want additional help after the four included sessions, or life changes and you want to revisit the plan, you can book additional 1:1 coaching sessions.

If you give the DAD Plan your best effort and complete the program but do not leave with real clarity and a system you can actually use, I’ll refund you in full.

No questions asked.